Disciplined Investments’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Disciplined Investments’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,600	Closed	-$68K	–	1700
2022 Q3	$68K	Hold	1,600	–	–	0.03%	193
2022 Q2	$69K	Buy	+1,600	New	+$86.9K	0.03%	194

Other funds holding XME

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's XME Position: Q4 2022 in Review

Disciplined Investments sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2022, closing a stake of 1,600 shares — an estimated $68K sold.

Disciplined Investments first reported a position in XME in Q2 2022 and held it in 2 quarters. The position peaked at $69K in Q2 2022. 283 funds tracked by Wall St. Rank hold XME as of Q4 2022.

Disciplined Investments reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2022 after selling out during the quarter.
Disciplined Investments sold 1,600 State Street SPDR S&P Metals & Mining ETF shares in Q4 2022, an estimated $68K.
Disciplined Investments first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and held it in 2 quarters.
Disciplined Investments's State Street SPDR S&P Metals & Mining ETF position peaked at $69K in Q2 2022.
283 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.